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Assassin's Creed, image courtesy of Ubisoft Montreal

Assassin's Creed, image courtesy of Ubisoft Montreal. Corporate Overview. Safe Harbor Statement.

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Assassin's Creed, image courtesy of Ubisoft Montreal

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  1. Assassin's Creed, image courtesy of Ubisoft Montreal • Corporate Overview

  2. Safe Harbor Statement • During the course of this presentation, we may make forward-looking statements regarding future events and the expected performance of the Company. We wish to caution you that such statements reflect our best judgment based on factors currently known to us and that actual events or results could differ materially. For important factors that may cause actual results to differ from those contained in our forward-looking statements, we would like to refer you to the documents we file from time to time with the SEC and specifically our Form 10K filed on March 30, 2006.  We do not assume any obligation to update any forward looking statements we make to reflect events that occur or circumstances that exist after the date of this presentation.

  3. Design Innovation Is Good Business • Autodesk solutions allow customers to: • Experience designs before they • are real • visualize, simulate, and analyze • Save time and money, improve • quality, and foster innovation

  4. 25 Years of Market Leadership • Portfolio of markets • Manufacturing, AEC, Infrastructure, Media Global presence – 160 countries • Revenue: 40% Americas, 60% International Enterprise customers and SMBs • Fortune 100 to 3-person architectural firms • Ecosystem to address SMB market • Unparalleled channel • 1700 Partners with 7,500 “Feet-on-the-Street” • 4,500+ Instructors • 2,700+ Development Partners Assassin's Creed, image courtesy of Ubisoft Montreal’

  5. Our Customer’s World is Changing • Globalization • Global building and infrastructure boom • Sustainability and rising energy costs • Digital life

  6. Globalization

  7. Globalization….. Differentiation Through Design

  8. Global Building and Infrastructure Boom

  9. Sustainability and Rising Energy Costs

  10. Digital Life

  11. Key Trends Driving Our Business • New seats still represent ~2/3 revenue • 2D growth remains strong • 3D revenue is accelerating • Subscription continues to gain traction • Emerging economies provide significant opportunity

  12. New Business Drives Revenue Growth Rev ($M) New Seats & Emerging Business Subscription Upgrades

  13. 2D and 3D Drive ADSK New Business 1,000 Other M&E 750 3D Vertical ($ in Millions) 500 2D ACAD 250 2D LT 0 FY04 FY05 FY06 FY07

  14. AutoCAD and 3DAddressing multiple markets DigitalPrototyping Revit Civil 3D Inventor Topobase Vertical Solutions Increasing value to customer AutoCAD Architecture MEP AutoCAD Mechanical Electrical AutoCAD Map 3D Platform 2D Drafting AutoCAD Manufacturing AEC Geospatial AutoCAD LT

  15. Strong Growth in AutoCAD-based Products Verticals AutoCAD LT AutoCAD 1,200 1,000 800 Revenue in $ Millions 600 400 200 0 2004 2005 2006 2007

  16. Total 3D Revenue: Accelerating22% of total revenue 400 MSD 300 200 ($ in Millions) AEC 100 0 FY04 FY05 FY06 FY07

  17. 3D Installed Base Nearly 1M users 1,000 Civil 3D Revit 750 500 (Units 000) Inventor 250 0 FY04 FY05 FY06 FY07

  18. 1,000 100 90 80 750 70 60 50 500 (Units 000) 40 30 250 20 10 0 0 FY04 FY05 FY06 FY07 3D Penetration:Biggest opportunity still to come %

  19. Strong Growth in Installed-based Revenue(In millions)

  20. Revenue from Installed Base Growing ($M) Revenue from Subscription, Upgrade, Crossgrade Crossgrades Upgrades Subscription

  21. Subscription Revenue M&E 3D Vertical 2D ACAD 2D LT Other

  22. Subscription UsersOver 1.2M 1,400 M&E 1,200 3D 1,000 800 Vertical (Units 000) 600 400 2D ACAD 200 2D LT Other 0 FY04 FY05 FY06 FY07

  23. AutoCAD Subscribers Rapidly Growing 400 200 (Units 000) 2D ACAD 0 FY04 FY05 FY06 FY07

  24. 400 200 0 FY04 FY05 FY06 FY07 AutoCAD Active Subscription PenetrationHuge opportunity remains % 100 80 60 (Units 000) 40 20 0

  25. 300 250 APAC 200 150 ($ in Millions) EMEA 100 50 AMER 0 FY04 FY05 FY06 FY07 Emerging Markets Accelerate Growth

  26. Industry Leading Revenue Linearity 2007 Benefits of Revenue Linearity: • Predictability • DSO improvement • Sales discipline • Operation efficiency 2006 2005 Cumulative Revenue ($M) 2004 2003

  27. Shares Outstanding Remain Flat Million 231

  28. Guidance Summary Q1 FY 2008 • At the high end or slightly above previous revenue guidance • In the range of guidance for operating margin Long Term Goal • 15% CAGR Revenue

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